Skip to content
Charles J. Lewandowski CFP®
  • HOME
  • MEET CHUCK
  • WORK WITH ME
    • SCHEDULE AN APPOINTMENT
  • BLOG
  • CONTACT
  • CLIENT ACCESS
    • LINCOLN INVESTMENT
    • EMONEY
  • BROKER CHECK
  • LINCOLN INVESTMENT AND CAPITAL ANALYSTS FORM CRS
Charles J. Lewandowski CFP®
  • HOME
  • MEET CHUCK
  • WORK WITH ME
    • SCHEDULE AN APPOINTMENT
  • BLOG
  • CONTACT
  • CLIENT ACCESS
    • LINCOLN INVESTMENT
    • EMONEY
  • BROKER CHECK
  • LINCOLN INVESTMENT AND CAPITAL ANALYSTS FORM CRS

Posts Tagged ‘tax planning’

How Do You Create a Retirement Paycheck? The Question Most Executives Ask About Retirement Income

By Charles J. Lewandowski CFP® | April 30, 2024

Retirement Questions – Create Your Retirement Paycheck If you’re within a few years of retirement, you may be sorting through several questions as you move towards your “Work Optional Years”. These may include What does my social circle look like now that I’m not working? How will I spend my time? Should stay in my…

Read More

Are You Ready For the Retirement Triathlon? Three Areas You Must Consider.

By Charles J. Lewandowski CFP® | June 30, 2022

If you’re an executive considering the “work Optional” phase in the next 5-10 years, there are three areas you must consider; Cash flow, retirement income, and taxes.

Read More

Recent Posts

  • The One Employee Benefit That Executives Should Not Overlook – Health Savings Accounts
  • Three Valuable Tax Planning Opportunities For Executives Nearing Retirement
  • How Do You Create a Retirement Paycheck? The Question Most Executives Ask About Retirement Income
  • Working On Your Taxes? Don’t Miss These 3 Tax Planning Opportunities!
  • Considering a Small Business Retirement Plan? Don’t Forget These Tax Credits!

Recent Articles

  • Charitable Giving
  • Dental Professionals
  • Executives & Business Owners
  • Financial Planning
  • The Prudent Boomer
  • Timely Topics
Copyright © 2020 - 2024 Charles J. Lewandowski | Powered by Digital Media Tecs, Inc.

The views and opinions expressed herein are those of the author(s) noted and may or may not represent the views of Capital Analysts or Lincoln Investment. We make no representation as to the completeness or accuracy of information provided at third party sites. Nor are we liable for any information you receive arising out of your access to or use of these third-party sites. When you access one of these sites, you assume total responsibility for your use of the sites you are visiting. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. West Coast Financial Group www.lincolninvestment.com and the above firms are independent and non-affiliated. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by The Lincoln Investment Companies.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission, and Lincoln Investment is registered as a broker-dealer in all 50 states. Lincoln Investment, Capital Analysts and their Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.
Linkedin Youtube